GP – Lunch & Learn

We are delighted to be joined by Lee Brett and Jay Hirani from Chase De Vere, a firm of Independent Financial Advisors. They will be discussing how the upcoming changes to Inheritance Tax and the removal of exemption for unused pension funds could impact planning and areas to consider.

When: Tuesday, 18 November

Time: 1:00pm to 2:00pm

What to expect:

• A brief recap of the main points covered in the previous session
• Topical matters to be aware of
• Presentation by Chase De Vere on topical changes surrounding pensions impacting Inheritance Tax Planning
• Interactive Q&A session

We look forward to having you attend the event!

This event will be held on Teams, and you will be on camera for part of the proceedings.